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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
876
Qtron Investments
Massachusetts
$1.86M +$171K +1,063 +12%
NAM
877
NTV Asset Management
West Virginia
$1.86M – – –
FSA
878
Financial Security Advisor
Virginia
$1.86M +$4.35K +27 +0.3%
HI
879
Horizon Investments
North Carolina
$1.86M -$95.1K -591 -6%
PIM
880
Penobscot Investment Management
Massachusetts
$1.85M -$96.6K -600 -6%
CC
881
Chicago Capital
Illinois
$1.85M – – –
EHC
882
Everett Harris & Co
California
$1.84M -$3.06K -19 -0.2%
PCP
883
Proficio Capital Partners
Massachusetts
$1.84M +$1.09M +6,748 +219%
JWCA
884
J.W. Cole Advisors
Florida
$1.84M +$414K +2,572 +36%
AWA
885
Arete Wealth Advisors
Illinois
$1.83M +$347K +2,158 +28%
BA
886
Bridgewater Associates
Connecticut
$1.82M +$220K +1,369 +16%
TBNY
887
Trustco Bank (New York)
New York
$1.82M +$13.2K +82 +0.9%
JIC
888
Joel Isaacson & Co
New York
$1.81M +$306K +1,904 +24%
CANY
889
Caxton Associates (New York)
New York
$1.81M +$1.1M +6,849 +244%
IPW
890
Inlet Private Wealth
Florida
$1.81M – – –
KC
891
Knuff & Co
California
$1.81M -$40.2K -250 -3%
VAG
892
VisionPoint Advisory Group
Texas
$1.81M -$34.1K -212 -2%
DEA
893
DoubleLine ETF Adviser
Florida
$1.8M +$106K +656 +7%
FWA
894
FOCUS Wealth Advisors
Texas
$1.79M -$13.4K -83 -0.9%
CC
895
Constitution Capital
Connecticut
$1.79M -$27K -168 -2%
BB
896
Berkshire Bank
Massachusetts
$1.79M +$20.3K +126 +1%
CP
897
CenterBook Partners
Connecticut
$1.78M -$2.7M -16,768 -64%
IFWM
898
Institute for Wealth Management
Colorado
$1.77M – – –
UAS
899
United Asset Strategies
New York
$1.77M +$80.8K +502 +6%
IAMOG
900
Investors Asset Management of Georgia
Georgia
$1.77M +$177K +1,100 +13%
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